100 Europa Drive, Suite 410 Chapel Hill, NC 27517 Secure Client Portal
919 459 8181

Category: blog

Welcome, welcome, welcome


The Old Peak family continues to grow. Please welcome three new members: Dan Routh joins as a financial advisor. He…
Read More

Ponzi head shot

Avoiding the next Bernie Madoff


Just over a decade ago, the largest financial fraud in history was revealed: a $65 billion Ponzi scheme orchestrated over…
Read More

A tale of two decades


We’re at the 10th anniversary of the stock market’s low point of the Great Recession: March 2009. Since then, the…
Read More

Keep it together


With only 24 hours in a day, most of us don’t have a lot of spare time. So why do…
Read More

What matters


The world is laser-focused on the stock market with its recent volatility. That’s a shame. Because what the market does…
Read More

The sirens’ song


As the stock market suffers one of its periodic declines, promoters are predictably on every street corner with alternative investment…
Read More

Ya gotta believe


A key ingredient to investing success is confidence. Not over-confidence, but confidence based on deeply-held and well-researched beliefs. One of…
Read More

Left brain, right brain


Perhaps the hardest part of being an investor is refereeing the struggle between your left brain and your right brain….
Read More

Apply pressure, firmly


One of the smarter people I know – and a very successful investor – told me recently that he prefers…
Read More

Will you still need me, will you still feed me, when I’m 94?


When I get older, losing my hair Many years from now Will you still be sending me a valentine Birthday…
Read More